Saunderson House

www.saundersonhouse.co.uk

Part of Rathbones Group Plc. Saunderson House is a leading firm of wealth managers. We provide award-winning financial planning and investment services to high net-worth individuals, particularly in the legal and accountancy sectors, as well as other private clients, charities and trustees. We offer a team-based approach, first-class advisory capability and an adherence to core values of being client-focused, outcome driven and responsible. We build strong, individual relationships with our (more than 2,100) clients. Excellence and transparency are central to what we do, and are reflected in our clear, hourly-rate charging structure. Saunderson House holds Corporate Chartered Financial Planners status, delivering high quality advice on £4.8bn of assets. We offer our clients advisory and discretionary investment services. Clients of our advisory service have the opportunity to be involved in ongoing decisions made around their portfolio, whereas our discretionary service allows clients to hand over the detailed management of their portfolio to our specialist advisers. Both are built upon the expert knowledge of our investment research team. Saunderson House recently won Best Wealth Management Adviser at the Money Marketing Awards 2017. We were also awarded Best Pension Planning Firm 2017 at the Wealth & Money Management Awards, and the silver award for Best Use of Technology for our digital client portal, joint with our provider.

Read more

Reach decision makers at Saunderson House

Lusha Magic

Free credit every month!

Part of Rathbones Group Plc. Saunderson House is a leading firm of wealth managers. We provide award-winning financial planning and investment services to high net-worth individuals, particularly in the legal and accountancy sectors, as well as other private clients, charities and trustees. We offer a team-based approach, first-class advisory capability and an adherence to core values of being client-focused, outcome driven and responsible. We build strong, individual relationships with our (more than 2,100) clients. Excellence and transparency are central to what we do, and are reflected in our clear, hourly-rate charging structure. Saunderson House holds Corporate Chartered Financial Planners status, delivering high quality advice on £4.8bn of assets. We offer our clients advisory and discretionary investment services. Clients of our advisory service have the opportunity to be involved in ongoing decisions made around their portfolio, whereas our discretionary service allows clients to hand over the detailed management of their portfolio to our specialist advisers. Both are built upon the expert knowledge of our investment research team. Saunderson House recently won Best Wealth Management Adviser at the Money Marketing Awards 2017. We were also awarded Best Pension Planning Firm 2017 at the Wealth & Money Management Awards, and the silver award for Best Use of Technology for our digital client portal, joint with our provider.

Read more
icon

City (Headquarters)

London

icon

Founded

1968

icon

Estimated Revenue

$10,000,000 to $50,000,000

icon

Social

  • icon

Employees statistics

View all employees

Potential Decision Makers

  • Director and Chartered Financial Planner

    Email ****** @****.com
    Phone (***) ****-****
  • Associate Director

    Email ****** @****.com
    Phone (***) ****-****
  • Paraplanning Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Portfolio Manager

    Email ****** @****.com
    Phone (***) ****-****

Technologies

(33)

Reach decision makers at Saunderson House

Free credits every month!

My account

Saunderson House FAQ

Sign up now to uncover all the contact details